Client Reporting Specialist(C2C Opportunity)

Client Reporting Specialist (Immediate Joiners Only) C2C Position

Business Intelligence & Client Reporting

.Hands-on experience in Request Intake, Triage & Prioritization, and SLA-driven delivery management.

• Experience in a Business Intelligence, data analytics, or enterprise/client reporting

environment.

• Familiarity with Agile/Scrum delivery and daily standup routines.

• Exposure to data visualization or reporting tools (e.g., Qlik, Power BI, Tableau, Looker).

• Prior experience in a contract or staff-augmentation capacity supporting an established

internal team.

Mandatory skills and experience:

• Hands-on experience working in an ITIL-aligned application support or service management environment.
• Strong experience in:
• Request intake and management
• Ticket triage and prioritization
• SLA monitoring and tracking
• Escalation management
• Stakeholder communication and coordination
• Ability to work closely with business users, support teams, and reporting stakeholders to ensure timely resolution of issues and requests.
• ITIL Foundation certification is preferred.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Skills and Qualifications Required • Bachelor's or Master's degree in Information Technology, Computer Science, or a related analytical discipline. • 3–5+ years of experience in application support, software support, or business systems support roles. • Hands-on experience supporting NetSuite is mandatory. • Experience with NSAR, including access management and governance processes, is highly preferred. • Strong customer service, stakeholder management, and relationship-building skills. • Willingness to work in US business hours and support a 24x7 operational environment when required. • Proficiency in Microsoft Office applications, including Excel, PowerPoint, Teams, Outlook, and Word. • Advanced to expert-level proficiency in Microsoft Excel, including data analysis and reporting. • Strong analytical, troubleshooting, and problem-solving capabilities. • Ability to manage multiple priorities and work effectively in a fast-paced environment. • Excellent verbal and written communication skills, with the ability to independently engage and support US-based stakeholders. • Ability to work both independently and collaboratively within cross-functional teams. • Demonstrated ability and eagerness to learn and support new business applications such as CaseLocker, Ragic, Salesforce, and DocuSign. • Exposure to Salesforce, Ragic, CaseLocker, and DocuSign is considered an advantage. • Familiarity with AI tools such as Microsoft Copilot or similar platforms for productivity, automation, and operational efficiency is preferred.

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

About Us

We believe the future of software development is AI-native — where engineers operate at a higher level of abstraction and quality remains non-negotiable. 

Incubyte is a software craft consultancy where the “how” of building software matters as much as the “what”.  

We partner with companies of all sizes, from helping enterprises build, scale, and modernize to early-stage founders bring their ideas to life. 

Our engineers operate in an AI-native development model, using AI as a collaborator across the SDLC to accelerate development while upholding the discipline of software craftsmanship. Guided by Software Craftsmanship and Extreme Programming practices, we build reliable, maintainable, and scalable systems with speed, without compromising quality. If this way of building software resonates with you, we’d like to talk. 

Our Guiding Principles 

These principles define how we work at Incubyte. They are non-negotiable. 

Relentless Pursuit of Quality with Pragmatism 

  We build high-quality systems without losing sight of delivery. 

Extreme Ownership 

  We take responsibility end-to-end for decisions, execution, and outcomes. 

Proactive Collaboration 

  We collaborate closely, challenge each other, and solve problems together. 

Active Pursuit of Mastery 

  We continuously improve our craft and raise our bar. 

Invite, Give, and Act on Feedback 

We seek, give, and act on feedback to get better every day. 

Ensuring Client Success 

We act as trusted partners and focus on real outcomes, not just output. 

Job Description

This is a remote position.

Internship Duration: 6 months 

Education: Bachelor's degree in computer science/IT 

Conversion: Based on performance during the internship, you may be offered a full-time role as part of our Account Management team.

About the Role

This internship is ideal for recent graduates or early-career professionals with a technical or engineering background who are keen to build a career in client-facing account management. You'll work closely with our Technical Account Managers and support the day-to-day operations that keep our client accounts running smoothly. This is an execution-focused role. Your primary job is to make sure nothing gets dropped, and that every record, document, and follow-up is accurate and on time.

Outcomes You'll Own

• Operational reliability: follow-ups, deadlines, and action items are tracked and closed, with nothing falling through the cracks
• Data accuracy: account information stays correct and consistent across CRM, ERP, and internal records
• Paperwork done right: client documentation is complete, accurate, and submitted on time
• Dependable support: Account Managers can rely on you to take tasks off their plate and see them through to closure.

Activities That Drive These Outcomes (illustrative, not exhaustive)

• Keep CRM/ERP and account records up to date, down to client-specific details.
• Support the weekly account snapshot by gathering and verifying data on runway, headcount, and invoicing
• Help prepare client paperwork, including security questionnaires, vendor onboarding forms, and due diligence documents
• Track action items from client meetings, monthly readouts, and QBRs, and follow up until they're closed
• Assist in maintaining account plans and stakeholder maps.
• Coordinate with People Success and recruiting on staffing updates when needed
• Document repeated tasks and processes so they're easy for others to follow
• Flag inconsistencies, gaps, or risks to your Account Manager early

Requirements

What You'll Bring

• A technical or engineering background (degree or equivalent exposure), with curiosity about how software teams' work
• Strong attention to detail. You notice when numbers don't match or a field is missing
• Thoroughness in your work and a habit of double-checking before calling something done
• Comfort handling documentation, forms, and structured data
• Strong verbal and written communication
• An ownership mindset: you take tasks to closure without needing reminders
• Good organizational skills and the ability to manage multiple tasks and deadlines
• Familiarity with spreadsheets. Exposure to CRM or ERP tools is a plus, but not required

What You'll Gain

• Hands-on exposure to how client accounts are managed at a software craft consultancy
• Mentorship from experienced Technical Account Managers
• A clear path to a full-time role based on your performance

What We Value 

• Extreme ownership – you take responsibility for outcomes and drive work end-to-end
• Ability to execute independently and define problems, not just solve assigned tasks
• A strong product mindset – willingness to talk to customers, understand problems deeply, and define direction when needed
• The ability to build trust and sell value, not just deliver output
• High standards, autonomy, and bias toward action. 

Benefits

Life at Incubyte   

We are a remote-first company with structured flexibility. Teams commit to shared rhythms during core hours, ensuring smooth collaboration while maintaining autonomy. Twice a year, we come together in person for a co-working sprint and once a year for a retreat - with all travel expenses covered.  

Our environment is built for crafters: pairing, refactoring, experimenting with AI, and pushing the boundaries of software excellence. We are all lifelong learners, and our work is our passion.  

Perks 

• ​Dedicated learning & development budget. 
• Sponsorship for conference talks. 
• Comprehensive medical & term insurance. 
• Employee-friendly leave policies. 
• Home Office fund 
• Medical Insurance

Job Description – ERP Coordinator (Independent Position)

Position: ERP Coordinator

Experience: 1+ Years

Location: Navi Mumbai

Industry Preference: ERP / Software / IT Services

Job Summary:

We are looking for an experienced and independent ERP Coordinator who can strictly monitor ticketing operations, coordinate between teams and clients, and ensure proper follow-up on every support and development query. The candidate should be confident, straightforward, result-oriented, and capable of handling responsibilities independently without continuous supervision.

Key Responsibilities:

•

Monitor daily ERP support and development tickets.

•

Ensure every client query is properly logged and ticket generated.

•

Verify whether tickets are resolved within committed timelines.

•

Follow up with support and development teams for pending issues.

•

Track unresolved queries and escalate delays when required.

•

Maintain proper coordination between client, support, and development teams.

•

Ensure proper communication and status updates are shared with clients.

•

Prepare daily/weekly pending ticket reports and management updates.

•

Identify gaps in ticket handling and improve process discipline.

•

Independently handle critical client coordination and issue management.

Required Skills:

•

Strong experience in ERP coordination and ticket management.

•

Good understanding of support flow, issue tracking, and escalation process.

•

Strong communication and follow-up skills.

•

Blunt, confident, and professional personality with strong ownership mindset.

•

Ability to handle pressure and maintain strict process control.

•

Experience with ticketing systems and ERP software preferred.

•

Good reporting and documentation skills.

Candidate Profile:

•

Independent decision-making capability.

•

Strong work ethics and accountability.

•

Ability to manage teams and push for timely closures.

•

Professional attitude with excellent coordination skills.

Preferred:

•

ERP implementation/support background.

•

Experience working with multiple clients and internal technical teams.

•

Ready to travel if required for business coordination.

•

B.Com Graduate/ Any Gradute.

Role: Lead Engineer

Location: India, Remote

Experience: 7-8 Years

Shift: Overlap with US Business Hours (as required)

Algoworks

www.algoworks.com

About the company

Algoworks is an award-winning artificial intelligence, engineering services and experience transformation firm with offices across the United States, Europe, South America and India. We bring together a global team of engineers, architects, designers, researchers and operators united by rigor, accountability and a commitment to delivering measurable results.

For over 20 years, Algoworks has partnered with Fortune 500 organizations across the Americas, Europe and Asia to define, build and run technology that drives meaningful business outcomes. Our work combines human-centered design, engineering excellence and AI-powered capabilities to solve complex challenges with clarity and precision. Innovation, particularly in the responsible application of AI, is embedded in how teams approach problem-solving and continuous improvement.

At Algoworks, growth is continuous and closely tied to impact. Teams collaborate across geographies and disciplines, strengthening outcomes through shared insight and collective expertise. The culture values transparency, open dialogue and an environment where every voice is heard and contribution is recognized.

Through collaboration, accountability and a focus on results, Algoworks operates at the intersection of technology and people, building not only advanced systems but strong global teams that elevate performance and create lasting impact.

Follow the video below to know about us! Clipchamp

Role overview

We are looking for an experienced Salesforce Technical Lead with 7–8 years of hands-on Salesforce development experience and proven leadership capabilities. The ideal candidate should be capable of leading a team, mentoring junior developers, acting as the technical anchor for projects and driving end-to-end delivery while working closely with US-based clients.

The candidate should possess excellent technical expertise across the Salesforce ecosystem, strong client-facing communication skills and experience translating business requirements into scalable technical solutions. Experience with Salesforce Agentforce and AI-powered Salesforce implementations is highly preferred.

Key responsibilities:

• Lead the design, development and implementation of Salesforce solutions across multiple projects.
• Act as the technical anchor for the team by providing architectural guidance, conducting code reviews and ensuring adherence to Salesforce best practices.
• Lead and mentor a team of Salesforce Developers and Consultants, providing technical guidance and grooming junior team members.
• Work directly with US-based clients to understand business requirements, conduct discovery sessions and translate functional requirements into technical designs.
• Participate in solution design discussions and recommend scalable, secure and maintainable Salesforce solutions.
• Break down requirements into technical tasks, allocate work to team members and ensure timely execution and delivery.
• Own end-to-end project execution, including effort estimation, sprint planning, risk identification, dependency management and release coordination.
• Ensure high-quality deliverables through design reviews, code reviews, testing support and adherence to development standards.
• Collaborate with Business Analysts, Project Managers, QA teams, Architects and stakeholders throughout the project lifecycle.
• Troubleshoot complex production issues and provide technical leadership during critical situations.
• Drive adoption of Salesforce best practices, DevOps processes and AI-driven capabilities using Agentforce.
• Support pre-sales activities by providing technical inputs, effort estimations and solution recommendations whenever required.

Required skills and competencies:

Salesforce platform

• Strong hands-on experience with:
• Apex
• Lightning Web Components (LWC)
• Aura Components
• Visualforce
• SOQL and SOSL
• Flows
• Batch Apex
• Queueable and Scheduled Apex
• Platform Events
• REST and SOAP APIs
• Integrations using Named Credentials and OAuth
• Custom Metadata Types
• Security and Sharing Model
• Governor Limits Optimization

Salesforce clouds

Strong implementation experience in:

• Sales Cloud
• Service Cloud
• Experience Cloud

Good to have

• Financial Services Cloud (FSC)
• Revenue Cloud
• Marketing Cloud

Agentforce and AI

• Good understanding of Salesforce Agentforce and Agentic AI capabilities.
• Hands-on implementation experience on at least one Agentforce project.
• Knowledge of Prompt Builder, AI-powered automation, Data Cloud integration and AI Agents is highly desirable.

Development and DevOps

• Git/GitHub
• CI/CD Pipelines
• Salesforce DX
• VS Code
• Deployment tools such as Copado, AutoRABIT, Gearset, or Jenkins
• Agile/Scrum methodology

Must have skills:

• 7–8 years of Salesforce development experience.
• Experience leading a team of Salesforce Developers.
• Proven ability to mentor and groom junior team members.
• Strong experience working with US-based clients in client-facing roles.
• Experience in requirement gathering, solution discussions, technical documentation and requirement translation.
• Experience in task planning, effort estimation, sprint planning and execution tracking.
• Ability to manage multiple priorities while ensuring successful project delivery.
• Excellent analytical, problem-solving and decision-making skills.

Certifications (Mandatory):

Candidates should possess multiple Salesforce certifications, including:

• Salesforce Certified Administrator
• Salesforce Platform Developer I (PD I)
• Salesforce Platform Developer II (PD II)
• Salesforce Sales Cloud Consultant
• Salesforce Service Cloud Consultant
• Salesforce Agentforce Certification (Specialist/Developer or equivalent)

Additional Salesforce certifications will be an added advantage.

Nice to have skills:

• Experience working in Agile environments.
• Exposure to enterprise-scale Salesforce implementations.
• Strong understanding of integration architecture and middleware platforms.
• Excellent stakeholder management and presentation skills.
• Self-driven, proactive and capable of independently driving technical discussions with customers.

Desired attributes:

• Excellent verbal and written communication skills.
• Strong leadership and mentoring capabilities.
• Client-first approach with exceptional stakeholder management skills.
• Strong ownership mindset with accountability for end-to-end delivery.
• Ability to work effectively in cross-functional and distributed teams.
• Excellent planning, prioritization and execution skills.
• Strong collaboration and conflict-resolution abilities.

Why join us?

• Opportunity to lead large-scale Salesforce transformation programs.
• Work directly with global clients and enterprise implementations.
• Exposure to cutting-edge Salesforce AI and Agentforce technologies.
• Collaborative, learning-focused work culture with opportunities for career growth and leadership.

Interview process

2 rounds of discussion.

JOB DESCRIPTION – PROCESS COORDINATOR

JOB OVERVIEW:

We are looking for an active, smart, proactive, and client-focused Process Coordinator who can effectively manage core operations, coordinate with internal teams and clients, identify opportunities for process improvement, and contribute to business growth through smart cross-selling and solution-selling approaches.

The ideal candidate should have strong communication and coordination skills, take ownership of tasks, be proactive during meetings, and have the ability to manage multiple responsibilities efficiently.

Key Responsibilities:

• Manage and coordinate day-to-day core operational processes to ensure smooth and timely execution.
• Act as a key point of contact for clients, maintaining professional communication and ensuring their requirements are properly understood and addressed.
• Coordinate with internal teams to ensure tasks, deliverables, and client requirements are assigned and completed within timelines.
• Proactively participate in client and internal meetings, contribute ideas, ask relevant questions, and ensure important action points are captured.
• Prepare and circulate Minutes of Meeting (MOM) with clear discussion points, decisions, responsibilities, and deadlines.
• Assign tasks to respective team members and follow up regularly to ensure timely completion.
• Prepare and maintain daily, weekly, and monthly reports related to operations, tasks, client requirements, and team performance.
• Monitor ongoing processes and identify gaps, bottlenecks, and areas for improvement.
• Contribute proactively to process optimization and improvement initiatives to increase efficiency and productivity.
• Maintain accurate and updated CRM records, including client interactions, follow-ups, requirements, tasks, and status updates.
• Understand client requirements and proactively suggest relevant services, solutions, or value-added offerings wherever applicable.
• Identify opportunities for smart cross-selling and solution selling without compromising client relationships.
• Maintain regular follow-ups with clients and internal teams to ensure smooth project/process execution.
• Escalate issues, delays, or operational challenges to the concerned stakeholders in a timely manner.
• Ensure proper documentation and tracking of processes, tasks, meetings, and client communications.

Requirements& Qualifications:

.

• :Excellent verbal and written communication skills.
• Strong client handling and relationship management skills.
• Highly proactive, energetic, and solution-oriented approach.
• Strong coordination, task management, and follow-up skills.
• Ability to confidently participate and contribute in meetings.
• Good understanding of CRM processes and customer lifecycle management.
• Strong analytical and problem-solving abilities.
• Ability to identify opportunities for cross-selling and solution selling.
• Proficiency in MS Excel/Google Sheets, MS Office/Google Workspace, and CRM tools..
• Strong ownership, accountability, and attention to detail.

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting and business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

About AbleCredit

Anyone can build an AI demo. Building AI systems that are reliable, observable, secure, and trusted by enterprise customers is an entirely different challenge.

At AbleCredit, we're building an execution platform that combines AI models, APIs, business rules, human decisions, and enterprise systems into production workflows. Every workflow needs to be fast, resilient, auditable, and easy to extend. We’re solving hard problems- come join us while we build this rocketship.

The company was founded in June 2023 by Utkarsh Apoorva (IIT Delhi, built Reshamandi, Guitarstreet, Edulabs); Harshad Saykhedkar (IITB, ex-AI Lead at Slack); and Ashwini Prabhu (IIML, co-founder of Mythiksha, ex-Product Head at Reshamandi, HandyTrain).

About the Role

AbleCredit is looking for a detail-oriented RevOps Analyst to help scale the systems, data, and processes that power our go-to-market engine. You will sit at the intersection of Sales, Customer Success, Marketing, and Product, ensuring that our CRM, pipeline data, and reporting infrastructure give leadership a single, reliable view of the revenue funnel — from first outreach to bank and NBFC clients, through to renewal and expansion.

This is a high-visibility role for someone who enjoys working with data, is comfortable navigating ambiguity in a fast-growing startup, and wants to build the operational backbone of a GenAI platform that serves India's lending ecosystem.

Key Responsibilities

• Own the day-to-day administration of HubSpot, including data hygiene, deduplication, field mapping, pipeline stage governance, and user access management.

• Consolidate, clean, and standardize data arriving as files from multiple sources (e.g., partner/lender exports, internal team trackers) and reconcile it with HubSpot to maintain a single source of truth.

• Build and maintain dashboards and reports that track pipeline health, conversion rates, sales cycle length, forecast accuracy, and revenue against targets for the leadership and GTM teams.

• Partner with Sales and Customer Success leaders to support territory planning, account segmentation, quota tracking, and pipeline reviews for AbleCredit's bank and NBFC customers.

• Document and continuously improve lead-to-cash processes — lead routing, lead scoring, deal desk approvals, contracting, and handoffs between Sales, Onboarding, and Customer Success.

• Analyze funnel performance and customer data to surface trends, bottlenecks, and opportunities, and translate findings into clear, actionable recommendations for stakeholders.

• Support monthly/quarterly revenue forecasting and business reviews by consolidating data from CRM, finance, and product usage sources.

• Evaluate, implement, and maintain the broader RevOps tool stack (CRM, sales engagement, BI/reporting, contract management) and manage integrations between these systems.

• Act as a cross-functional point of contact for data requests, ad hoc analyses, and process troubleshooting from Sales, Marketing, Customer Success, and Finance.

• Maintain data accuracy and compliance standards appropriate for a platform operating in the regulated BFSI (banking, financial services, and insurance) space.

What Are We Looking For?

• Bachelor's degree in Business, Economics, Engineering, Statistics, or a related field.

• 4+ years of experience in RevOps, Sales Operations, or a related function; prior experience at a B2B SaaS, fintech, or BFSI-facing company is a plus.

• Strong proficiency in Excel/ Google Sheets; working knowledge of SQL and comfort querying and interpreting large datasets.

• Hands-on experience with HubSpot and BI/ visualization tools (e.g., Looker, Power BI, Tableau, or Metabase).

• Sharp analytical and problem-solving skills, with the ability to translate raw data into clear business insights.

• Excellent communication skills and the ability to work cross functionally with Sales, Marketing, Customer Success, Finance, and Product teams.

• High attention to detail, strong process orientation, and comfort operating with ambiguity in a fast-paced startup environment.

Good to Have

• Exposure to enterprise or B2B sales cycles involving banks, NBFCs, or other regulated financial institutions.

• Familiarity with sales engagement, contract/ CPQ, or customer success platforms.

• Basic scripting or automation skills (e.g., Python, Google Apps Script) for reporting workflows.

• Prior experience supporting forecasting, quota-setting, or compensation processes.

Why Join AbleCredit?

You'll join a fast-moving team building GenAI-powered infrastructure for one of India's most consequential industries — lending. You'll have direct visibility into how the business runs end-to-end, ownership over the systems and data that leadership relies on daily, and the opportunity to shape RevOps practices as the company scales.